The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| TABLEAU SOFTWARE INC | COM | 87336U105 | 27,123 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| ARM HLDGS | SPONSORED ADR | 042068106 | 20,835 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 18,621 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| KNIGHT TRANS INC | COM | 499064103 | 18,513 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| LIFEPOINT HOSPITALS INC | COM | 53219L109 | 16,539 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| NOVARTIS AG | SPONSORED ADR | 66987V109 | 15,752 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| CORE MARK HOLDING CO INC | COM | 218681104 | 15,483 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 14,690 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 14,349 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 13,199 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 12,696 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 12,606 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 12,298 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 11,862 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| GENTHERM INC | COM | 37253A103 | 10,620 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 9,963 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 9,692 | 391,140 | SH | SOLE | 391,140 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 9,572 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| KENNEDY-WILSON HLDGS INC | COM | 489398107 | 8,855 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| MOTORCAR PTS AMER INC. | COM | 620071100 | 8,705 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 7,854 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DELUXE CORP | COM | 248019101 | 6,848 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| UNITED CONTL HLDGS INC. | COM | 910047109 | 6,689 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 6,524 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| PURE TECHNOLOGIES LTD | COM | 745915108 | 6,098 | 959,000 | SH | SOLE | 959,000 | 0 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 5,556 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 5,363 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AIXTRON SE | SPONSORED ADR | 009606104 | 4,484 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TECHTARGET INC | COM | 87874R100 | 4,065 | 357,500 | SH | SOLE | 357,500 | 0 | 0 | ||
| STAG INDL INC | COM | 85254J102 | 3,675 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||